How to make same record available in two different Organization / Environment?

Hello Guys,

In our previous blog we have explored some facts about business rules. Today we will see, how we can migrate CRM records from one environment to another using same GUID.



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There are many scenarios where we need to move crm records from one environment to another environment along with same GUID. We can use Data migration tool which are available in XRM toolbox. But we will use CRM Data import.

Login to Destination Environment in which you want to import the Data with the same GUID. For example we have some contact records as shown below in Dev environment.



Now we want to import these records on QA environment. So first of all open advance find and select the table as shown below:



You can click on Edit column to select specific column which you want to be available in destination environment. Now click on Export Contacts and select Dynamic worksheet. This will ask you to select the columns as shown below:



Once columns are selected, click on export button. This will download excel worksheet along with your data. Open the worksheet save it as csv.



As you can see we have selected three columns which are visible. Also you can see, our selected columns starts from D column which means A,B,C column is also having data. If you expand it you will see details as shown below:



So here A column will be used to create same GUID while import. 

Now login to Destination environment ->click on Settings icon gear -> select Advanced Setting.



Now click on Data Management in System section and click on (Preview)Imports.



Now click on import data to start a new import. This will display a popup which will ask to select the file as shown below:



Specify your file location and perform below steps.





Now map the primary key column to make sure CRM will not create new GUID instead it will use existing GUID to import data. Once done click on Next.






Now our csv is submitted for import. You can track the progress as shown below:




As you can see import is completed. This will create contacts record with same GUID.

Hope it helps...



 




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